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Biotech / Medical : Trickle Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (571)	4/27/2001 1:55:04 AM
From: tuck	Read Replies (1) \| Respond to of 1784

Short suggestions in this biz? Most stocks seem pretty well bottomed to me. However one could argue that the valuations of WAT, QGENF, IVGN, and SIAL leave some room for tradable downside. Outside of the sector, I shorted HOMS today, but that's got nothing to do with biotech. Of the companies I mention, the one that sells the biggest ticket items would be WAT. It reports tomorrow. I'll have more to say about IVGN, too, which gave a decent report today. I missed the CC; I'll catch it tomorrow. That's important because they didn't give guidance in the PR, but the PR said they would give guidance in the call. It fell in after hours trading before the call, but the spread is now in the mid 60s. Not sure, but maybe that means it'll open on the upside tomorrow because folks liked what they heard? I suppose BDAL could be considered a big ticket item company that's richly valued, too. Cheers, Tuck